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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$2.84M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$2.77M
3
SC
Soundwatch Capital
Connecticut
+$2.24M
4
Lido Advisors
Lido Advisors
California
+$1.84M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.36M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.6M
2
DFG
Demars Financial Group
Washington
-$8.62M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.05M
4
ASN
Advisory Services Network
Georgia
-$3.61M
5
QC
Quadrature Capital
United Kingdom
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
201
Provenance Wealth Advisors
Florida
$406 – – –
NA
202
NewEdge Advisors
Louisiana
$162 -$27 -1 -14%
RCM
203
Raleigh Capital Management
North Carolina
$112 +$56 +2 +100%
BNP Paribas Financial Markets
204
BNP Paribas Financial Markets
France
$108 +$108 +4 New
TFA
205
Transamerica Financial Advisors
Florida
$100 – – –
AIA
206
Armor Investment Advisors
North Carolina
$81 -$432 -16 -84%
DWM
207
Darwin Wealth Management
Florida
$22 -$2.72K -100 Closed
ACA
208
Aptus Capital Advisors
Alabama
$19 – – –
QC
209
Quadrature Capital
United Kingdom
– -$2.7M -98,423 Closed
FAM
210
Forte Asset Management
New York
– -$2.35M -85,484 Closed
PA
211
PFG Advisors
Arizona
– -$425K -15,463 Closed
SCA
212
Snowden Capital Advisors
New York
– -$219K -7,978 Closed
BIG
213
Brookwood Investment Group
Arizona
– -$213K -7,760 Closed
FFO
214
Fortitude Family Office
Arizona
– -$58.3K -2,121 Closed
SMA
215
Sage Mountain Advisors
Georgia
– -$22.9K -833 Closed
Franklin Resources
216
Franklin Resources
California
– -$21.5K -784 Closed
SC
217
Swan Capital
Florida
– -$4.56K -166 Closed
QC
218
Quent Capital
New York
– -$4.06K -148 Closed
SWM
219
Spire Wealth Management
Virginia
– -$3.94K -143 Closed
CAL
220
Capital Analysts LLC
Pennsylvania
– -$2K -56 Closed
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